How big is KAY & James, Inc.'s plan?

KAY & James, Inc.'s plan reported $2.0M in assets and 48 participants for 2023.

Original filing (PDF)20240602163235NAL0017370097001

KAY & James, Inc.

Name: KAY & James, Inc. — J & S Machine Works Retirement, Form 5500 (2023)
Creator: KAY & James, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J & S Machine Works Retirement Plan

401(k) retirement plan · KAY & James, Inc.'s J & S Machine Works Retirement Plan held $2.0M in plan assets for 48 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Grace CHAN signed KAY & James, Inc.'s 2023 Form 5500 as plan administrator.

Grace CHAN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KAY & James, Inc.'s EIN is 77-0585927.

EIN 77-0585927

Plan number 001

Plan year 2023

ACK ID 20240602163235NAL0017370097001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for KAY & James, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

KAY & James, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAY & JAMES, INC..

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off